Plan Snapshot
- Plan Sponsor: Dwayne Nash Industries, INC.
- Sponsor EIN: 911784687
- Sponsor Address: 8825 WASHINGTON BOULEVARD #100, ROSEVILLE, CA, 95678
- Plan Type: 401(k)
- Total Participants: 202
- Total Assets: $11.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 202 | $11.9M | $527,455 | $645,755 |
| 2023 | 204 | $10.8M | $353,237 | $537,484 |
| 2022 | 188 | $8.6M | $316,214 | $567,599 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| BFBA, LLP | Auditor | $13,100 | — | $13,100 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BFBA, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $13,100
- Estimated Expense Ratio: 0.110% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $84,153 | $38,440 | — | $13,100 | — |
| 2023 | $75,395 | $31,670 | — | $12,600 | — |
| 2022 | $77,541 | $31,250 | — | — | $11,500 |